J. Velarde, Inc. 401(k) Profit Sharing Plan
Sponsored by J. Velarde, Inc. Dba Chrysler Jeep Dodge Center · EIN 208517651 · Plan #001
- Total assets
- $3.1M
- Net assets
- $3.0M
- Active participants
- 137
- With balances
- 137
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $22,967 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $14,212 |